Slate CRM Consultant
$90k - $125kStrata Information Group
Strata Information Group (SIG) is a trusted leader in higher‑education technology consulting, supporting colleges and universities with ERP/SIS modernization, digital transformation, CRM, cybersecurity, and strategic advisory services. As a long‑standing and deeply embedded partner within the higher‑education sector, SIG brings together technical depth, operational insight, and a culture rooted in integrity, collaboration, and exceptional client service. Our heritage is built on hands‑on expertise, genuine relationships, and a commitment to delivering value with humility and excellence—values that continue to define us as we scale. Position Summary & ResponsibilitiesAre you a seasoned functional consultant who can assist clients in crafting, planning, and executing Slate CRM solutions tailored for academic institutions? We are accepting applications for future job opportunities as a Slate CRM Consultant. The ideal candidate should have a robust background in Slate CRM and its underlying software, with a preference for web development proficiency. This role necessitates substantial travel and hands-on involvement in spearheading Slate CRM initiatives. The position offers remote work flexibility.Provide Slate CRM implementation services and general consulting such as training, functional consulting, troubleshooting, and technical support to a diverse community of higher education clientsAnalyze current business practices and make recommendations to leverage various technology tools to improve business processes for admissions, retention and advancementAbility to adapt to varying challenges and varying levels of user knowledgeRequired Qualifications5 or more years working within the Higher Education Industry.5 or more years of experience working with Slate CRM, demonstrating advanced user proficiency.Ability to administer security roles, build workflows, write rules, build reports and dashboards using CRM toolsExtensive experience utilizing Slate Datasets and Entities for reporting, data management, process automation, and system optimizationProficient with developing, deploying, customizing and integrating CRM softwareExperience developing HTML contentAbility to analyze business processes, procedures, and functions and make recommendations for improvementExperience with data collection, designing workflows, and audit requirements to determine suitability of the CRM softwareExperience with building and managing integrations with various third-party admissions applications (Common App, Royall/EAB, Liaison/UNICAS)Experience Designing and managing integrations with Enterprise Resource Planning/Student Information SystemsExperience in a consulting capacity, focusing on enhancing business process and creating efficiency.Ability to troubleshoot technical and functional issues within Slate.Exceptional oral and written communication skills and a proven customer service approachThe ability to travel over 25%Preferred QualificationsExperience managing project based work.Experience with Ellucian CRM Advance or Recruit, Microsoft Dynamics, Element 451, Salesforce or other CRM's is a bonusGraduate Admissions/Enrollment experiencePay and BenefitThe salary range is $90,000 -$125,000Health, Vision, Dental & Life InsuranceShort & Long Term DisabilityPaid Parental Leave3 Weeks Vacation, Sick Leave & Paid Holidays401(K) with a 5% Employer ContributionPet InsuranceThe listed salary range for this position is indicative and subject to adjustment based on the candidate's unique skills and location. Final compensation will be determined through mutual agreement between the successful candidate and SIG.SIG is an Equal Employment Opportunity employerCalifornia Consumer Privacy Act Notice
$70.3k - $120k
...performance goals and targets.About This JobThe Process Improvement Consultant will possess strong business process and project/program... ...process transitionsIntegrate and optimize commercial systems (CRM, ERP, sales platforms)Design, implement, and maintain scalable...CRMFull timeWork at officeLocal area$90k - $125k
Strata Information Group (SIG) is a trusted leader in higher‑education technology consulting, supporting colleges and universities with ERP/SIS modernization, digital transformation, CRM, cybersecurity, and strategic advisory services. As a long‑standing and deeply embedded...CRMLocal areaRemote work$80 per hour
Strata Information Group (SIG) is a trusted leader in higher‑education technology consulting, supporting colleges and universities with ERP/SIS modernization, digital transformation, CRM, cybersecurity, and strategic advisory services. As a long‑standing and deeply embedded...CRMFull timeContract workPart timeFor contractorsRemote workFlexible hours$153.5k - $207.5k
...or skill level, ensuring a "segment of one" personalized experience.Qualifications8+ Years of experience in corporate communications, CRM marketing, or platform operations.Bachelor’s Degree in Communications, Marketing, Business, or a related field, advanced degree (MBA...CRMWorldwide$25.59 - $30.7 per hour
...Position Summary The Events Solutions Consultant (ESC) reports to a Manager Solutions Consultants and is an in-store sales professional... ...assigned Maintains accurate customer relationship management (CRM) system data, including daily activities and account updates Meet...CRMContract workWork at officeLocal area$25.59 - $30.7 per hour
...POSITION SUMMARY: The Events Solutions Consultant (ESC) reports to a Manager Solutions Consultants and is an in-store sales professional... ...assigned Maintains accurate customer relationship management (CRM) system data, including daily activities and account updates Meet...CRMContract workWork at officeLocal area$17 - $22 per hour
...enhance lives, and preserve the planet." What do our Pest Control Consultants do? The primary purpose of this role is to sell the company's... ...to pest household services Complete Home diagram using Sales CRM and provided to ensure clear understanding of customer home and...CRMHourly payFull timePart timeLocal areaImmediate start$70.3k - $120k
...performance goals and targets. About This Job The Process Improvement Consultant will possess strong business process and project/program... ...process transitions Integrate and optimize commercial systems (CRM, ERP, sales platforms) Design, implement, and maintain scalable...CRMWork at officeLocal area$55k - $120k
...prearranged funeral or cremation plans. It is part educator, part consultant, part relationship-builder and fully committed to serving... ...qualified pre-need appointments per week and track all activity in CRM Respond to phone inquiries and follow up consistently and...CRMContract workLocal area$90k - $110k
...outcomes, reduce custom work, and deliver lasting value. Solution Consulting is one of the key components of this shift. Who Are You?... ...across complex implementations ~ Familiarity working with ERP, CRM, or logistics systems (e.g., SAP, Oracle, NetSuite, Microsoft...CRMWork at officeRemote workFlexible hoursShift work$27 - $36.06 per hour
...business owners focus on their business. We offer outsourced HR, risk consultation, payroll administration, insurance, and recruiting to small-and... ...Become an expert in new client onboarding, BBSI payroll, CRM (Salesforce), timekeeping and HRIS systems. Identify systems...CRMSeasonal workLocal areaFlexible hours$90k - $120k
Strata Information Group (SIG) is a trusted leader in higher‑education technology consulting, supporting colleges and universities with ERP/SIS modernization, digital transformation, CRM, cybersecurity, and strategic advisory services. As a long‑standing and deeply embedded...CRMFull timeTemporary workPart timeWork at officeImmediate startRemote workFlexible hours- ...Card Holder. This role does NOT offer sponsorship, it's NOT a consulting role, and we do NOT work with 3rd parties! Overview We are... ...need strong sales skills, consistent follow-up, effective use of CRM tools, and the ability to guide customers from initial inquiry...CRMFull time
- ...Technologies/Skills: Mac OSX Windows Office 365 (Exchange) Microsoft Office Suite MS Active Directory Casper/JAMF LANDesk 2FA/MTA RSA VPN CRM SCCM Video Conferencing: Cisco Telepresence WebEx LifeSize Polycom Mobile: MDM iOS Android Windows Mobile Asset Management Hardware...CRMWork at officeImmediate startShift workDay shiftAfternoon shift
$18 - $23 per hour
...Preferred Qualifications Experience working with Medicare beneficiaries, seniors, healthcare, or insurance clients. Experience using CRM platforms. Bilingual skills are a plus. You genuinely enjoy helping people and creating positive experiences. You’re patient,...CRMHourly payWork at office- ...solutions. Workflow Optimization: Harness our proprietary CRM and marketing automation to efficiently oversee high-density prospect... ...focused on agency building and talent acquisition. PandoLogic. Keywords: Insurance Consultant, Location: Chula Vista, CA - 91910CRMContract workWork at officeImmediate startRemote work
$24 per hour
...information, addressing and resolving customer concerns or questions. Ability to effectively use customer relationship management (CRM) system and phone system. Qualifications ~1-3 years of sales and/or customer service experience is preferred. ~...CRMHourly payFor contractorsWork at officeLocal areaMonday to Friday$125k - $145k
...partnerships, foundation relations, and fundraising events. Experience supervising development professionals. Experience working with donor CRM systems. Familiar with planning systems, policies and procedures. Motivated; results oriented; team worker; flexible; able to quickly...CRMFull timeWork at officeFlexible hoursShift work- ...and emails. Conduct file audits to ensure accuracy and completeness of the records/documents. Download/upload documents to the CRM platform. Respond quickly and efficiently to third-party contractors. Review and Organize Medical Records Other administrative...CRMFor contractorsWork at office
$55k
...resolution of service incidents and escalation of technical issues. Document activities within the Customer Relationship Management (CRM) system. Work closely with the Sales Management team in evaluating business conditions and sales trends. Develop and implement a proactive...CRMWork experience placement- ...Strong computer skills required, including ability to effectively utilize Microsoft Office (Word, Excel, and Outlook) and Microsoft CRM Strong understanding of accounting principles and one or more years of accounting work experience preferred for some positions Experience...CRMWork experience placementWork at office
$25 per hour
...to work independently A positive attitude, even when dealing with rejection Ability to accurately enter lead information into a CRM or tracking system Sales, canvassing, appointment setting, customer service, or home improvement experience is preferred...CRMHourly payFull timePart timeLocal areaFlexible hoursAfternoon shiftWeekday work$90k - $105k
...productivity software (primarily Microsoft Office - Excel, Word, Outlook and PowerPoint) Experience with Raiser’s Edge or comparable CRM programs. Meet all screening requirements as set forth in the California Rules of Court, Rule 5.655. The ideal candidate will meet some...CRMPermanent employmentFull timeWork experience placementWork at officeLocal areaImmediate startRemote workMonday to FridayFlexible hoursNight shiftAfternoon shift$30 - $34 per hour
...visual eye in graphic design Video editing and solid photography skills a plus Solid working knowledge of Microsoft Office Suite, and CRM (Raiser’s Edge a plus) Strong organizational skills with attention to detail Self-starter, with ability to work independently, and to...CRMHourly payFull timeWork experience placementLive inWork at officeRemote workWork from homeFlexible hoursWeekend workAfternoon shiftEarly shift$171.6k - $392.1k
...integrating core Guidewire applications, digital portals, rating, CRM, document management, data, and financial systems using APIs,... ...experience at a Property and Casualty Insurance carrier or consulting firm; or a master's degree in Computer Science, Engineering, Technology...CRMWork experience placementSummer holidayFlexible hours$60k - $100k
...on a quarterly basis. Partner with territory teammates to achieve regional sales objectives and growth targets. Utilize Salesforce CRM to manage pipeline activity, customer interactions, and performance metrics. Develop and maintain relationships with referral sources...CRMFull time- ...onboarding. Key qualifications include 1-3 years in business or recruiting operations, strong attention to detail, and familiarity with CRM systems like Salesforce. The position offers a vital role in processing leads and enhancing communication with stakeholders. #J-18808...CRM
- ...continuously increase the value Diligently update Salesforce, our CRM, so we can learn more about our business and customers What you... ...business development experience at a technology or management consulting company with consistent attainment or out-performance of sales...CRM
$110k - $135k
...in a remote environment with minimal structure.Comfortable working in fast-paced and changing business environments.Experience using CRM platforms such as Salesforce is preferred.Strong organizational, pipeline management, and customer engagement capabilities.Willingness...CRMImmediate startRemote workFlexible hours- ...the nuts and bolts of medical customer interactions like pre-authorizations, insurance claims, and appeals.Superuser abilities with CRM (preferably Salesforce) and LIS, coupled with a knack for wrangling large data sets into actionable insights.A track record of building...CRM
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